Re: Sorting lines in reports

[Craig Earls]

Account level metdata would be useful for may things.  If you can work that
in i am sure it would be welcome.

On Mon, Jan 16, 2017 at 5:30 AM, Brian Exelbierd  wrote:

>
>
>
> On Sun, Jan 1, 2017, at 07:59 PM, Martin Blais wrote:
>
> On Sat, Dec 31, 2016 at 2:40 PM, Jakob Mattsson 
> wrote:
>
> Yeah, I've been doing something along those lines (slightly altering the
> names of my accounts) to get it to the order I want - or close at least.
>
> What I think would be more elegant is being able to sort on something that
> would produce the desired result, rather than relying on account names
> (except as a default behavior of course) . For example, from the docs:
>
>
> --sort VEXPR-S VEXPR
> Sort a report by comparing the values determined using the value
> expression VEXPR. For example, using ‘-S "-abs(total)"’ in the balance
> report will sort account balances from greatest to least, using the
> absolute value of the total. For more on how to use value expressions,
> see Value Expressions
> .
>
>
> Now, this can clearly sort on the amount in the accounts. Imagine if we
> could sort on some other property belonging to an account. For example, it
> could be on the "note" associated with an account (and the number you
> suggested could be put as the first thing in there), or some other more
> arbitrary data.
>
> Is this something anyone else would find useful? Or is there even a way to
> do something similar already?
>
>
> Not Ledger, but Beancount can do this with metadata attached to an
> account's open directives:
> bean-query mattson.beancount "select account, getitem(open_meta(account),
> 'num') as num, sum(position) group by 1, 2 order by 2"
>
>
> Should it be desired, I believe ledger could modified to accomodate this
> with the account validation syntax without breaking any of the existing
> functionality.
>
> regards,
>
> bex
>
>
>
> 1980-05-12 open Equity:Opening-Balances
>   num: 5000
> 1980-05-12 open Liabilities:AccountsPayable
>   num: 2000
>
> 1980-05-12 open Expenses:Financial:Fees
> 1980-05-12 open Expenses:Home:Electricity
>   num: 3004
> 1980-05-12 open Expenses:Home:Internet
>   num: 3000
> 1980-05-12 open Expenses:Home:Phone
>   num: 3002
> 1980-05-12 open Expenses:Home:Rent
>   num: 3001
>
>
> 2013-01-01 open Assets:US:BofA
>   address: "123 America Street, LargeTown, USA"
>   institution: "Bank of America"
>   phone: "+1.012.345.6789"
>
> 2013-01-01 open Assets:US:BofA:CheckingUSD
>   num: 1000
>   account: "00234-48574897"
>
> 2013-01-01 * "Opening Balance for checking account"
>   Assets:US:BofA:Checking 3219.17 USD
>   Equity:Opening-Balances-3219.17 USD
>
> 2013-01-02 balance Assets:US:BofA:Checking3219.17 USD
>
> 2013-01-06 * "RiverBank Properties" "Paying the rent"
>   Assets:US:BofA:Checking-2400.00 USD
>   Expenses:Home:Rent  2400.00 USD
>
> 2013-01-09 * "EDISON POWER" ""
>   Assets:US:BofA:Checking  -65.00 USD
>   Expenses:Home:Electricity 65.00 USD
>
> 2013-01-20 * "Verizon Wireless" ""
>   Assets:US:BofA:Checking  -69.82 USD
>   Expenses:Home:Phone   69.82 USD
>
> 2013-01-22 * "Wine-Tarner Cable" ""
>   Assets:US:BofA:Checking  -79.85 USD
>   Expenses:Home:Internet79.85 USD
>
> 2013-02-05 * "RiverBank Properties" "Paying the rent"
>   Assets:US:BofA:Checking-2400.00 USD
>   Expenses:Home:Rent  2400.00 USD
>
> 2013-02-09 * "EDISON POWER" ""
>   Assets:US:BofA:Checking  -65.00 USD
>   Expenses:Home:Electricity 65.00 USD
>
> 2013-02-20 * "Verizon Wireless" ""
>   Assets:US:BofA:Checking  -46.32 USD
>   Expenses:Home:Phone   46.32 USD
>
>
>
>
>
>
>
>
>
>
>
>
> On Saturday, December 31, 2016 at 9:29:04 AM UTC-10, Craig Earls wrote:
>
>
> How is ledger supposed to know the characteristics of the commodities in
> the accounts?
> Ledger just sees account names as a string of characters, it does not
> treat an account that starts with "asset" or "Vermögenswert" any
> differently than any other account.  It does not know how liquid or
> illiquid the commodities in an account are.
> One way to control this is to name your account in the order in which you
> want them presented.
> For example:
>
> 1 Assets:1 Least Liquid
> 1 Assets:2 Next Least Liquid
> 2 Liabilities:1 Soonest
> 2 Liabilities:2 Next Soonest
> etc.
>
> I can see that this would quickly get cumbersome, but some additional code
> written for editing and displaying could help this.  Like stripping out the
> X in the output.  The numbers don't have to be 

Re: Sorting lines in reports

[Brian Exelbierd]

On Sun, Jan 1, 2017, at 07:59 PM, Martin Blais wrote:

> On Sat, Dec 31, 2016 at 2:40 PM, Jakob Mattsson
>  wrote:
>> Yeah, I've been doing something along those lines (slightly altering
>> the names of my accounts) to get it to the order I want - or close
>> at least.
>> 

>> What I think would be more elegant is being able to sort on something
>> that would produce the desired result, rather than relying on account
>> names (except as a default behavior of course) . For example, from
>> the docs:
>> 

>> 

>> --sort VEXPR-S VEXPR Sort a report by comparing the values determined
>> using the value expression VEXPR. For example, using ‘-S "-
>> abs(total)"’ in the balance report will sort account balances from
>> greatest to least, using the absolute value of the total. For more on
>> how to use value expressions, see Value Expressions[1].
>> 

>> 

>> Now, this can clearly sort on the amount in the accounts. Imagine if
>> we could sort on some other property belonging to an account. For
>> example, it could be on the "note" associated with an account (and
>> the number you suggested could be put as the first thing in there),
>> or some other more arbitrary data.
>> 

>> Is this something anyone else would find useful? Or is there even a
>> way to do something similar already?
> 

> Not Ledger, but Beancount can do this with metadata attached to an
> account's open directives:
> bean-query mattson.beancount "select account,
> getitem(open_meta(account), 'num') as num, sum(position) group by 1, 2
> order by 2"


Should it be desired, I believe ledger could modified to accomodate this
with the account validation syntax without breaking any of the existing
functionality.


regards,



bex



> 

> 

> 1980-05-12 open Equity:Opening-Balances

>   num: 5000

> 1980-05-12 open Liabilities:AccountsPayable

>   num: 2000

> 

> 1980-05-12 open Expenses:Financial:Fees

> 1980-05-12 open Expenses:Home:Electricity

>   num: 3004

> 1980-05-12 open Expenses:Home:Internet

>   num: 3000

> 1980-05-12 open Expenses:Home:Phone

>   num: 3002

> 1980-05-12 open Expenses:Home:Rent

>   num: 3001

> 

> 

> 2013-01-01 open Assets:US:BofA

>   address: "123 America Street, LargeTown, USA"

>   institution: "Bank of America"

>   phone: "+1.012.345.6789"

> 

> 2013-01-01 open Assets:US:BofA:CheckingUSD

>   num: 1000

>   account: "00234-48574897"

> 

> 2013-01-01 * "Opening Balance for checking account"

>   Assets:US:BofA:Checking 3219.17 USD

>   Equity:Opening-Balances-3219.17 USD

> 

> 2013-01-02 balance Assets:US:BofA:Checking3219.17 USD

> 

> 2013-01-06 * "RiverBank Properties" "Paying the rent"

>   Assets:US:BofA:Checking-2400.00 USD

>   Expenses:Home:Rent  2400.00 USD

> 

> 2013-01-09 * "EDISON POWER" ""

>   Assets:US:BofA:Checking  -65.00 USD

>   Expenses:Home:Electricity 65.00 USD

> 

> 2013-01-20 * "Verizon Wireless" ""

>   Assets:US:BofA:Checking  -69.82 USD

>   Expenses:Home:Phone   69.82 USD

> 

> 2013-01-22 * "Wine-Tarner Cable" ""

>   Assets:US:BofA:Checking  -79.85 USD

>   Expenses:Home:Internet79.85 USD

> 

> 2013-02-05 * "RiverBank Properties" "Paying the rent"

>   Assets:US:BofA:Checking-2400.00 USD

>   Expenses:Home:Rent  2400.00 USD

> 

> 2013-02-09 * "EDISON POWER" ""

>   Assets:US:BofA:Checking  -65.00 USD

>   Expenses:Home:Electricity 65.00 USD

> 

> 2013-02-20 * "Verizon Wireless" ""

>   Assets:US:BofA:Checking  -46.32 USD

>   Expenses:Home:Phone   46.32 USD

> 

> 

>  

>> 

>> 

>> 
>> 
>> 

>> 

>>
>>
>> On Saturday, December 31, 2016 at 9:29:04 AM UTC-10, Craig
>> Earls wrote:
>>> 

>>> How is ledger supposed to know the characteristics of the
>>> commodities in the accounts?
>>> Ledger just sees account names as a string of characters, it does
>>> not treat an account that starts with "asset" or "Vermögenswert" any
>>> differently than any other account.  It does not know how liquid or
>>> illiquid the commodities in an account are.
>>> One way to control this is to name your account in the order in
>>> which you want them presented.
>>> For example:
>>>
>>> 1 Assets:1 Least Liquid 1 Assets:2 Next Least Liquid
>>> 2 Liabilities:1 Soonest

>>> 2 Liabilities:2 Next Soonest

>>> etc.
>>> 

>>> I can see that this would quickly get cumbersome, but some
>>> additional code written for editing and displaying could help this.
>>> Like stripping out the X in the output.  The numbers don't have
>>> to be consecutive either, just in the sort order you want.
>>> 

>>> 

>>> On Sat, Dec 

Re: Sorting lines in reports

[Craig Earls]

Unfortunately I don't know of a way to have account level meta-data.
metadata is at the transaction level.  So a value expression would have
nothing to sort on.  Putting a code string in the account name is the
closest ledger can get as far as I know.

On Sat, Dec 31, 2016 at 12:40 PM, Jakob Mattsson 
wrote:

> Yeah, I've been doing something along those lines (slightly altering the
> names of my accounts) to get it to the order I want - or close at least.
>
> What I think would be more elegant is being able to sort on something that
> would produce the desired result, rather than relying on account names
> (except as a default behavior of course) . For example, from the docs:
>
> --sort VEXPR-S VEXPR
> Sort a report by comparing the values determined using the value
> expression VEXPR. For example, using ‘-S "-abs(total)"’ in the balance
> report will sort account balances from greatest to least, using the
> absolute value of the total. For more on how to use value expressions,
> see Value Expressions
> .
>
> Now, this can clearly sort on the amount in the accounts. Imagine if we
> could sort on some other property belonging to an account. For example, it
> could be on the "note" associated with an account (and the number you
> suggested could be put as the first thing in there), or some other more
> arbitrary data.
>
> Is this something anyone else would find useful? Or is there even a way to
> do something similar already?
>
>
>
>
>
>
> On Saturday, December 31, 2016 at 9:29:04 AM UTC-10, Craig Earls wrote:
>>
>> How is ledger supposed to know the characteristics of the commodities in
>> the accounts?
>>
>> Ledger just sees account names as a string of characters, it does not
>> treat an account that starts with "asset" or "Vermögenswert" any
>> differently than any other account.  It does not know how liquid or
>> illiquid the commodities in an account are.
>>
>> One way to control this is to name your account in the order in which you
>> want them presented.
>>
>> For example:
>>
>> 1 Assets:1 Least Liquid
>> 1 Assets:2 Next Least Liquid
>>
>> 2 Liabilities:1 Soonest
>> 2 Liabilities:2 Next Soonest
>>
>> etc.
>>
>>
>> I can see that this would quickly get cumbersome, but some additional
>> code written for editing and displaying could help this.  Like stripping
>> out the X in the output.  The numbers don't have to be consecutive
>> either, just in the sort order you want.
>>
>> On Sat, Dec 31, 2016 at 12:20 PM, Jakob Mattsson 
>> wrote:
>>
>>> Hi all,
>>>
>>> I have a little pet peeve regarding balance reports. As you might know,
>>> a balance sheet is usually organized with assets at the top, from the least
>>> liquid to the most liquid, followed by liabilities/equities, from the most
>>> immediate to be paid to the least immediate.
>>>
>>> In ledger-cli the output of the balance command is sorted by account
>>> names.
>>>
>>> Is there a way to control this output order, so it can more closely
>>> resemble "the usual" ordering in a balance sheet?
>>>
>>>
>>>
>>>
>>> --
>>>
>>> ---
>>> You received this message because you are subscribed to the Google
>>> Groups "Ledger" group.
>>> To unsubscribe from this group and stop receiving emails from it, send
>>> an email to ledger-cli+...@googlegroups.com.
>>> For more options, visit https://groups.google.com/d/optout.
>>>
>>
>>
>>
>> --
>> Craig, Corona De Tucson, AZ
>> [image: missile_flyout]
>> enderw88.wordpress.com
>>
> --
>
> ---
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>



-- 
Craig, Corona De Tucson, AZ
[image: missile_flyout]
enderw88.wordpress.com

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Re: Sorting lines in reports

[Jakob Mattsson]

Yeah, I've been doing something along those lines (slightly altering the 
names of my accounts) to get it to the order I want - or close at least.

What I think would be more elegant is being able to sort on something that 
would produce the desired result, rather than relying on account names 
(except as a default behavior of course) . For example, from the docs:

--sort VEXPR-S VEXPR
Sort a report by comparing the values determined using the value expression 
VEXPR. For example, using ‘-S "-abs(total)"’ in the balance report will 
sort account balances from greatest to least, using the absolute value of 
the total. For more on how to use value expressions, see Value Expressions 
.

Now, this can clearly sort on the amount in the accounts. Imagine if we 
could sort on some other property belonging to an account. For example, it 
could be on the "note" associated with an account (and the number you 
suggested could be put as the first thing in there), or some other more 
arbitrary data.

Is this something anyone else would find useful? Or is there even a way to 
do something similar already?






On Saturday, December 31, 2016 at 9:29:04 AM UTC-10, Craig Earls wrote:
>
> How is ledger supposed to know the characteristics of the commodities in 
> the accounts?
>
> Ledger just sees account names as a string of characters, it does not 
> treat an account that starts with "asset" or "Vermögenswert" any 
> differently than any other account.  It does not know how liquid or 
> illiquid the commodities in an account are.
>
> One way to control this is to name your account in the order in which you 
> want them presented.  
>
> For example:
>
> 1 Assets:1 Least Liquid
> 1 Assets:2 Next Least Liquid
>
> 2 Liabilities:1 Soonest
> 2 Liabilities:2 Next Soonest
>
> etc.
>
>
> I can see that this would quickly get cumbersome, but some additional code 
> written for editing and displaying could help this.  Like stripping out the 
> X in the output.  The numbers don't have to be consecutive either, just 
> in the sort order you want.
>
> On Sat, Dec 31, 2016 at 12:20 PM, Jakob Mattsson  > wrote:
>
>> Hi all,
>>
>> I have a little pet peeve regarding balance reports. As you might know, a 
>> balance sheet is usually organized with assets at the top, from the least 
>> liquid to the most liquid, followed by liabilities/equities, from the most 
>> immediate to be paid to the least immediate.
>>
>> In ledger-cli the output of the balance command is sorted by account 
>> names.
>>
>> Is there a way to control this output order, so it can more closely 
>> resemble "the usual" ordering in a balance sheet? 
>>
>>
>>  
>>
>> -- 
>>
>> --- 
>> You received this message because you are subscribed to the Google Groups 
>> "Ledger" group.
>> To unsubscribe from this group and stop receiving emails from it, send an 
>> email to ledger-cli+...@googlegroups.com .
>> For more options, visit https://groups.google.com/d/optout.
>>
>
>
>
> -- 
> Craig, Corona De Tucson, AZ
> [image: missile_flyout]
> enderw88.wordpress.com
>

-- 

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Re: Sorting lines in reports

[Craig Earls]

How is ledger supposed to know the characteristics of the commodities in
the accounts?

Ledger just sees account names as a string of characters, it does not treat
an account that starts with "asset" or "Vermögenswert" any differently than
any other account.  It does not know how liquid or illiquid the commodities
in an account are.

One way to control this is to name your account in the order in which you
want them presented.

For example:

1 Assets:1 Least Liquid
1 Assets:2 Next Least Liquid

2 Liabilities:1 Soonest
2 Liabilities:2 Next Soonest

etc.


I can see that this would quickly get cumbersome, but some additional code
written for editing and displaying could help this.  Like stripping out the
X in the output.  The numbers don't have to be consecutive either, just
in the sort order you want.

On Sat, Dec 31, 2016 at 12:20 PM, Jakob Mattsson 
wrote:

> Hi all,
>
> I have a little pet peeve regarding balance reports. As you might know, a
> balance sheet is usually organized with assets at the top, from the least
> liquid to the most liquid, followed by liabilities/equities, from the most
> immediate to be paid to the least immediate.
>
> In ledger-cli the output of the balance command is sorted by account names.
>
> Is there a way to control this output order, so it can more closely
> resemble "the usual" ordering in a balance sheet?
>
>
>
>
> --
>
> ---
> You received this message because you are subscribed to the Google Groups
> "Ledger" group.
> To unsubscribe from this group and stop receiving emails from it, send an
> email to ledger-cli+unsubscr...@googlegroups.com.
> For more options, visit https://groups.google.com/d/optout.
>



-- 
Craig, Corona De Tucson, AZ
[image: missile_flyout]
enderw88.wordpress.com

-- 

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To unsubscribe from this group and stop receiving emails from it, send an email 
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